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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Funds holding	Growth	Growth %	Fund value
1	1 Ciena CIEN $51B	468	-2	-0.4%	$6.37B
2	2 Nokia NOK $52.6B	463	-13	-3%	$1.23B
3	3 Coherent COHR $51.9B	398	-12	-3%	$4.17B
4	4 Lumentum LITE $81.2B	366	-9	-2%	$3.16B
5	5 MACOM Technology Solutions MTSI $22.2B	274	+8	+3%	$4.61B
6	6 DELISTED Infinera Corporation Common Stock INFN	199	-1	-0.5%	$940M
7	7 Adtran ADTN $541M	164	+1	+0.6%	$523M
8	8 Credo Technology Group CRDO $33.7B	146	+9	+7%	$1.34B
9	9 Lightwave Logic LWLG $626M	117	+5	+4%	$137M
10	10 Applied Optoelectronics AAOI $7.32B	77	+22	+40%	$172M
11	11 Fabric.AI Inc FABC $14.8M	19	-13	-41%	$619K
12	12 POET Technologies POET $1.01B	16	-2	-11%	$2.13M
13	13 Corgi Lithography & Semiconductor Photonics ETF EUV $416M	–	–	–	–
14	14 Tuttle Capital Pure Play Photonics ETF FOTO $113M	–	–	–	–
15	15 Tema Photonics & Optical ETF LAZR $18.2M	–	–	–	–
16	16 KraneShares Photonic and Optical ETF LUMA $2.32M	–	–	–	–
17	17 Roundhill Photonics & Optics ETF LYTE	–	–	–	–
18	NPTN 18 DELISTED NEOPHOTONICS CORP NPTN	–	–	–	–
19	PHOX 19 Aura AI Photonics ETF PHOX	–	–	–	–
20	20 Defiance Memory & Photonics ETF PRAM	–	–	–	–